BHPW
MXF

Beverly Hills Private Wealth’s Mexico Fund MXF Stock Holding History

Beverly Hills Private Wealth’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$802K Buy
+36,682
New +$798K 0.15% 119

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Beverly Hills Private Wealth's MXF Position: Q2 2026 in Review

Beverly Hills Private Wealth opened a new position in Mexico Fund (MXF) in Q2 2026: 36,682 shares worth $802K. The stake represents 0.15% of the portfolio and ranks #119 among its holdings.

30 funds tracked by Wall St. Rank hold MXF as of Q2 2026.

  • Beverly Hills Private Wealth held 36,682 shares of Mexico Fund worth $802K as of Q2 2026.
  • Mexico Fund was a new Beverly Hills Private Wealth position in Q2 2026.
  • Mexico Fund made up 0.15% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #119 holding.
  • 30 funds tracked by Wall St. Rank held Mexico Fund as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.